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PWM
Provident Wealth Management Portfolio holdings
AUM
$331M
1-Year Est. Return
15.75%
This Fund
S&P 500
1 Year Est. Return
+15.75%
AUM
$90.8M
AUM Growth
+$8.93M
(+11%)
Holding
79
Top Buys
| 1 | +$2.49M | |
| 2 | +$2.15M | |
| 3 | +$1.45M | |
| 4 |
First Trust Cloud Computing ETF
SKYY
|
+$947K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
+$740K |
Top Sells
| 1 | +$3.65M | |
| 2 | +$3.52M | |
| 3 | +$2.27M | |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$1.84M |
| 5 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
+$1.65M |
Sector Composition
| 1 | Industrials | 1.32% |
| 2 | Consumer Discretionary | 1.07% |
| 3 | Technology | 0.92% |
| 4 | Consumer Staples | 0.65% |
| 5 | Healthcare | 0.64% |